cnbc s jeff cutmore joins us live from london. what rattled investors yesterday? it was china, china, china. we re back in the same old worry about whether this economy is slowing down, and whether they ll get anywhere close to the projected 7% growth rates. the key number, profit in the industrials. an 8.8% decline, again making investors very nervous that this economy is on a gradual path to much slower growth rates, somewhere potentially around 4% to 5%, rather than the 7% projected. so, jitters around china continue. and you know what? the market s not getting a great deal of help today from carl icahn the iconic hedge fund guru has put out his own 15-minute tape explaining why he thinks the u.s. economy is at risk, and also saying he thinks that there are bubble-like conditions and